Branch Consultant/ Financial Advisor

3 weeks ago


Springs, South Africa Sanlam Full time

Branch Consultant/ Financial Advisor – Alberton Join to apply for the Branch Consultant/ Financial Advisor – Alberton role at Sanlam Who are we? Sanlam Developing Markets (SDM) is a wholly‑owned subsidiary of Sanlam Life Limited, providing financial services in the South African entry‑level and emerging middle market. SDM offers a range of simple and affordable financial solutions covering funeral insurance, savings for education, life cover and personal accident plans. What will you do? Provide sound financial advice and a high level of client service in a branch context. Create opportunities for client optimisation and cross‑selling of value‑added products. What will make you successful in this role? Sales Delivery Gain and maintain an in‑depth understanding of SRM product ranges. Understand the customer’s needs, financial goals and means, and provide the right product. Continuously update and inform customers of new products or changes. Validate client details in line with product and regulatory requirements. Conduct due diligence on clients to identify and flag risks. Manage own capacity to ensure daily appointments are prioritised. In‑branch Client Service And Client Retention Servicing and managing all client profiles to ensure clients remain on the books. Send



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